KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,095,828
-4.6%
8,4050.0%0.09%
+2.3%
Q2 2023$2,197,783
-4.7%
8,405
-8.9%
0.09%
-5.4%
Q1 2023$2,307,028
+126036.0%
9,222
+22.0%
0.09%
+17.7%
Q4 2022$1,829
-99.9%
7,561
+0.8%
0.08%
+3.9%
Q3 2022$1,645,000
-3.4%
7,504
-0.3%
0.08%
+2.7%
Q2 2022$1,703,000
-16.6%
7,529
-1.1%
0.07%
-1.3%
Q1 2022$2,042,000
-6.0%
7,611
-0.8%
0.08%
-1.3%
Q4 2021$2,172,000
+6.6%
7,673
-1.0%
0.08%
-6.2%
Q3 2021$2,038,000
-5.4%
7,747
-3.4%
0.08%
-6.9%
Q2 2021$2,154,000
+7.5%
8,016
+4.2%
0.09%
-2.2%
Q1 2021$2,003,000
+7.3%
7,694
-5.3%
0.09%
-1.1%
Q4 2020$1,866,000
+24.3%
8,121
+0.2%
0.09%
+8.4%
Q3 2020$1,501,000
-12.6%
8,102
-16.1%
0.08%
-14.4%
Q2 2020$1,718,000
+50.7%
9,660
+21.9%
0.10%
+26.0%
Q1 2020$1,140,000
-35.8%
7,926
-8.1%
0.08%
-19.8%
Q4 2019$1,776,000
+11.1%
8,629
+4.3%
0.10%
+3.2%
Q3 2019$1,598,000
-6.1%
8,270
-5.6%
0.09%
-8.8%
Q2 2019$1,701,000
+2.9%
8,758
+0.3%
0.10%
-4.7%
Q1 2019$1,653,000
+3.8%
8,728
-9.0%
0.11%
+1.9%
Q4 2018$1,593,000
-16.2%
9,595
+1.6%
0.10%
-3.7%
Q3 2018$1,901,000
+2.1%
9,442
-1.2%
0.11%
-5.2%
Q2 2018$1,861,000
-47.8%
9,552
-49.8%
0.12%
+6.5%
Q1 2018$3,568,000
+98.2%
19,018
+100.5%
0.11%
+2.9%
Q4 2017$1,800,000
+6.5%
9,486
+0.4%
0.10%
+1.9%
Q3 2017$1,690,000
+4.4%
9,448
+1.5%
0.10%
+2.0%
Q2 2017$1,619,0000.0%9,307
-1.6%
0.10%
-1.9%
Q1 2017$1,619,000
+3.8%
9,457
+0.2%
0.10%
-1.9%
Q4 2016$1,560,000
+7.5%
9,438
+0.6%
0.10%
+6.1%
Q3 2016$1,451,000
-2.7%
9,381
-6.0%
0.10%
-4.8%
Q2 2016$1,491,000
+4.0%
9,981
+0.3%
0.10%
-1.9%
Q1 2016$1,434,000
+9.2%
9,949
+5.6%
0.11%
+1.9%
Q4 2015$1,313,000
-2.4%
9,422
-4.3%
0.10%
-7.1%
Q3 2015$1,345,000
-8.9%
9,846
+0.0%
0.11%
-4.3%
Q2 2015$1,477,000
-2.2%
9,845
-0.9%
0.12%
-3.3%
Q1 2015$1,510,000
+7.5%
9,935
+2.5%
0.12%
+2.5%
Q4 2014$1,404,000
+5.9%
9,695
+0.0%
0.12%
-2.5%
Q3 2014$1,326,000
-5.4%
9,694
-1.0%
0.12%
-7.6%
Q2 2014$1,401,000
+6.5%
9,788
+2.3%
0.13%
-3.7%
Q1 2014$1,315,000
+13.2%
9,564
+10.1%
0.14%
+7.9%
Q4 2013$1,162,000
+7.8%
8,684
+0.0%
0.13%
-2.3%
Q3 2013$1,078,000
+9.0%
8,683
+1.4%
0.13%
+7.5%
Q2 2013$989,0008,5630.12%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders